Medallion Wealth Advisors’s Invesco BuyBack Achievers ETF PKW Stock Holding History

Medallion Wealth Advisors’s Portfolio PKW Stock Details PKW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-700	Closed	-$91.9K	–	1287
2026 Q1	$91.9K	Sell	700 -100	-13%	-$13.6K	0.03%	370
2025 Q4	$107K	Hold	800	–	–	0.04%	345
2025 Q3	$106K	Hold	800	–	–	0.04%	343
2025 Q2	$98.9K	Hold	800	–	–	0.04%	347
2025 Q1	$90.1K	Hold	800	–	–	0.04%	324
2024 Q4	$90.1K	Buy	+800	New	+$94.7K	0.04%	319

Other funds holding PKW

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

CAG

Curtis Advisory Group Santa Barbara, California $515M AUM 19.66% 1-Year Est. Return

Medallion Wealth Advisors's PKW Position: Q2 2026 in Review

Medallion Wealth Advisors sold out of Invesco BuyBack Achievers ETF (PKW) in Q2 2026, closing a stake of 700 shares — an estimated $91.9K sold.

Medallion Wealth Advisors first reported a position in PKW in Q4 2024 and held it in 6 quarters. The position peaked at $107K in Q4 2025. 252 funds tracked by Wall St. Rank hold PKW as of Q2 2026.

Medallion Wealth Advisors reported no remaining Invesco BuyBack Achievers ETF position as of Q2 2026 after selling out during the quarter.
Medallion Wealth Advisors sold 700 Invesco BuyBack Achievers ETF shares in Q2 2026, an estimated $91.9K.
Medallion Wealth Advisors first reported a position in Invesco BuyBack Achievers ETF in Q4 2024 and held it in 6 quarters.
Medallion Wealth Advisors's Invesco BuyBack Achievers ETF position peaked at $107K in Q4 2025.
252 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.